Eye On The Market podcast

Eye On The Market

Eye On The Market podcast artwork

Trading Business Michael Cembalest

Player FM - Internet Radio Done Right

30 subscribers

تمت الإضافة منذ قبل four أعوام

المحتوى المقدم من Michael Cembalest. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Michael Cembalest أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

<

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/threshold-1347809">Threshold</a></span>

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/threshold-1347809">Threshold</a></span> podcast artwork

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/threshold-1347809">Threshold</a></span> podcast artwork

1
Threshold

إلغاء الاشتراك

منذ 10 أياممنذ 10d ago

إلغاء الاشتراك

شهريا

Threshold is a Peabody Award-winning documentary podcast about our place in the natural world. Each season, we take listeners on a journey into the heart of a complex environmental story, asking how we got here and where we might be headed. In our latest season, Hark, we hand the mic over to our planet-mates and investigate what it means to truly listen to nonhuman voices—and the cost if we don't. With mounting social and ecological crises, what happens when we tune into the life all around us? Threshold is nonprofit, listener-supported, and independently produced.

Eye On The Market

مشاركة

منزل السلاسل•Feed

المحتوى المقدم من Michael Cembalest. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Michael Cembalest أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.

… continue reading

100 حلقات

#Trading #Business #Michael Cembalest

Eye On The Market

Eye On The Market podcast artwork

Eye On The Market

30 subscribers

updated منذ يوم واحد

مشاركة

منزل السلاسل•Feed

المحتوى المقدم من Michael Cembalest. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Michael Cembalest أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.

… continue reading

100 حلقات

#Trading #Business #Michael Cembalest

كل الحلقات

×

E

Eye On The Market

Eye On The Market podcast artwork

1
Redacted 13:00

منذ 1 day13:00

التشغيل لاحقا

التشغيل لاحقا

13:00

Straight talk from the CEO front lines on Liberation Day. Almost all the news on tariffs and declining CEO business confidence that’s fit to print, with only a few minor redactions. View video here

E

Eye On The Market

Eye On The Market podcast artwork

1
Fifty Days of Grey 18:07

منذ 22 يومًا18:07

التشغيل لاحقا

التشغيل لاحقا

18:07

Here’s the interesting thing about the stock market: it cannot be indicted, arrested or deported; it cannot be intimidated, threatened or bullied; it has no gender, ethnicity or religion; it cannot be fired, furloughed or defunded; it cannot be primaried before the next midterm elections; and it cannot be seized, nationalized or invaded. It’s the ultimate voting machine, reflecting prospects for earnings growth, stability, liquidity, inflation, taxation and predictable rule of law. While market consensus assumed the administration would carefully balance inflationary, anti-growth policies with pro-growth policies, it has come storming out of the gate with more of the former than the latter. The only surprise is that it’s happening before 50 days has passed since the inauguration. View video here…

E

Eye On The Market

Eye On The Market podcast artwork

1
Heliocentrism: Objects may be further away than they appear 19:58

منذ 4 weeks19:58

التشغيل لاحقا

التشغيل لاحقا

19:58

Solar capacity is booming around the world, both utility scale and residential applications, and is often accompanied by energy storage whose costs are declining as well. Yet after $9 trillion globally over the last decade spent on wind, solar, electric vehicles, energy storage, electrified heat and power grids, the renewable transition is still a linear one; the renewable share of final energy consumption is slowly advancing at 0.3%-0.6% per year. Our 15th annual energy paper covers the speed of the transition, electrification, the changing planet, the high cost of decarbonization in Europe, nuclear power, the Los Angeles fires, Trump 2.0 energy policies, renewable aviation fuels, superconductivity, methane tracking and the continually wilting prospects for the hydrogen economy. View transcript View video here…

E

Eye On The Market

Eye On The Market podcast artwork

1
From Here to Eternity 10:30

منذ 7 weeks10:30

التشغيل لاحقا

التشغيل لاحقا

10:30

From Here to Eternity: tracking Trump’s economic, market and constitutional milestones Whether you’re elated or despondent about the blizzard of changes taking place in Washington, let me remind you of something: two years is an eternity in US politics. In this month’s note, we include a Trump policy impact tracker, and an assessment of the statutory and constitutional challenges that Trump policies face as the administration explores the outer limits of executive power. View video here…

E

Eye On The Market

Eye On The Market podcast artwork

1
Inauguruption: the flurry of Trump 2.0 executive orders 19:45

منذ 10 weeks19:45

التشغيل لاحقا

التشغيل لاحقا

19:45

Trump 2.0 is a hodgepodge of distinctly American political strains: the bare-knuckled nationalism and anti-elitism of Andrew Jackson, the tariff-loving protectionism of William McKinley, the small-government/pro-business policies of Calvin Coolidge, the unforgiving enemies lists of Richard Nixon, the deportation policies of Dwight Eisenhower, the manifest destiny of James Polk and the isolationism of 1914-era Woodrow Wilson. American First policies announced yesterday create risks for investors since its supply side benefits collide with its inflationary tendencies; there’s not a lot of room for error at a time of elevated US equity multiples. View video here…

E

Eye On The Market

Eye On The Market podcast artwork

1
Eye on the Market Outlook 2025: The Alchemists 36:13

منذ 13 weeks36:13

التشغيل لاحقا

التشغيل لاحقا

36:13

Deregulation, deportations, tariffs, tax cuts, cost cutting, crypto, oil & gas, medical freedom and Agency purges: What could possibly go wrong? Sections include the AI Golden Goose, the invisible nuclear renaissance, DOGE Quixote, the two China traps, Dr. Seuss goes to Europe, a crypto update and the 2025 Top Ten list. View the video here…

E

Eye On The Market

Eye On The Market podcast artwork

1
The Year of Living Dangerously 16:34

منذ 16 weeks16:34

التشغيل لاحقا

التشغيل لاحقا

16:34

I was visited by six ghosts recently warning me of dangers related to predictions, allocations, apparitions, legalizations, expurgations and ablations. Here’s what they said. View video here

E

Eye On The Market

Eye On The Market podcast artwork

1
"Kamilton": the 2024 election and who tells your story 20:02

منذ 21 weeks20:02

التشغيل لاحقا

التشغيل لاحقا

20:02

A reflection on the 2024 election and who tells your story. On Trump’s victory: market implications of a supply side boost from deregulation clashing against inflationary impulses of tariffs and deportations. The ten year Treasury will be the most reliable barometer of all. To conclude, an ode to vaccines and an RFK bibliography.…

E

Eye On The Market

Eye On The Market podcast artwork

1
The Thucydides cap on the China equity rebound trade 14:14

منذ 24 weeks14:14

التشغيل لاحقا

التشغيل لاحقا

14:14

For participants in the China equity rebound trade: once you hit your return targets, take the money and run. Click here to read the full PDF and view the video.

E

Eye On The Market

Eye On The Market podcast artwork

1
Mind the Gap: a historically polarized US election 29:24

منذ 26 weeks29:24

التشغيل لاحقا

التشغيل لاحقا

29:24

Candidate policy comparisons in a historically polarized US Election; China stimulus package The US is about to conduct its most polarized Presidential election in 100 years. Today’s note looks at candidate policy differences and implications for investors: government spending, taxation, tariffs, trade, immigration, regulation, NATO, energy, price controls and the Electoral College. We conclude with analysis of the China stimulus package, which might have a better chance of succeeding than recent failed efforts.…

E

Eye On The Market

Eye On The Market podcast artwork

1
A severe case of COVIDIA: prognosis for an AI-driven US equity market 25:26

منذ 30 weeks25:26

التشغيل لاحقا

التشغيل لاحقا

25:26

NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending. View video here

E

Eye On The Market

Eye On The Market podcast artwork

1
There’s no place like home 18:38

منذ 31 weeks18:38

التشغيل لاحقا

التشغيل لاحقا

18:38

A surge in the Japanese Yen is resulting in home repatriation of Yen-funded positions overseas, and close-out of Yen-funded positions abroad. While Google was found guilty of home bias anti-competitive search engine behavior, any judicial remedies may be worse for recipients of Google’s “shelf space” payments than for Google itself. Work-from-home trends have plateaued at ~30%, which has important implications for distressed office investors. Most distressed sales now require discounts of 60%+ vs pre-COVID levels; the fundamentals of the office sector explain why. View video here…

E

Eye On The Market

Eye On The Market podcast artwork

1
The Lion in Winter 16:43

منذ 36 weeks16:43

التشغيل لاحقا

التشغيل لاحقا

16:43

From 1930 to 2010, there were six extended periods of small cap outperformance as it dominated large cap over that entire period. But since 2010, small cap sits alongside value stocks and non-US stocks in the unholy trinity of underperforming portfolio strategies. While poor profit fundamentals argue against a prolonged period of outperformance vs large cap, small cap stocks are at their cheapest levels in the 21st century with potential market and political catalysts in their favor. First, a few words on the CrowdStrike outage. View video here…

E

Eye On The Market

Eye On The Market podcast artwork

1
The Supreme Court vs the Regulatory State 19:51

منذ 38 weeks19:51

التشغيل لاحقا

التشغيل لاحقا

19:51

The Supreme Court vs the Regulatory State. Recent Supreme Court rulings may now usher in the largest pushback on the regulatory state since the Reagan Administration. A look at the end of Chevron deference, a revised statute of limitations for challenging government regulations, the Major Questions Doctrine, the right to a jury trial and a District Court injunction against Biden’s LNG export moratorium.…

E

Eye On The Market

Eye On The Market podcast artwork

1
A Piece of the Action 9:09

منذ 43 weeks9:09

التشغيل لاحقا

التشغيل لاحقا

9:09

Investing in professional sports leagues and related businesses . As rules around private equity ownership of sports leagues expand, we review team valuations and profitability, emerging sports categories, streaming and broadcast revenues, the decline of regional sports networks, drivers and comparisons of league parity, relegation and financial pressures in the English Premier League, stadium subsidies, sport betting and other adjacent businesses, antitrust issues, the esports winter, the worst teams that money can buy and the best basketball players of all time. View video here…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.

الاستماع إلى +500 موضوع

دليل مرجعي سريع

أعلى المدونة الصوتية

SciDose بودكاست

Quizeculo كويزيكيلو

Faysalosophy Podcast | فيصلُوسُفِي بودكاست

Alkshkool بودكاست الكشكول

المحور الثاني

بودكاست كلام

Arabic News - NHK WORLD RADIO JAPAN

KBS WORLD Radio نشرة الأخبار

بزنس بالعربي (Business بالعربى )

Science Quickly

بودكاست شرفة

بداية الحكاية

Damiri | داميري

mishbilshibshib | مش بالشبشب

استمع إلى هذا العرض أثناء الاستكشاف